See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK Service code 15 · EIN 01-0233346 | Recordkeeping | $144,025 |
HUNTINGTON NATIONAL BANK3 years Filed as: THE HUNTINGTON NATIONAL BANK Service code 27 · EIN 31-0966785 41 SOUTH HIGH STREET · COLUMBUS, OH 43215 | Advisory (Plan) | $80,057 |
MONROE SWEERIS & TROMP PLC2 years Filed as: MONROE, SWEERIS & TROMP P. L. C. Service code 10 · EIN 38-2621598 6617 CROSSING DRIVE · GRAND RAPIDS, MI 49508 | Accounting | $8,300 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,343 | $95,918-59.0% | $151,611-74.0% | $77,904-49.5% |
| Participation rate | 81.0% | 88.7%-7.7pp | 87.5%-6.5pp | 73.7%+7.3pp |
| Annual return | -9.55% | -5.50%-4.0pp | 3.33%-12.9pp | 12.21%-21.8pp |
| Employer contribution / active EE | $1,118 | $4,330-74.2% | $6,166-81.9% | $2,848-60.7% |
| Participant deferral / active EE | $4,790 | $7,508-36.2% | $8,363-42.7% | $4,806-0.3% |
| Admin fee / account holder | $131 | $93+40.9% | $11,616-98.9% | $133-0.8% |